Diversify Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Diversify Wealth Management’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.9M	Buy	394,799 +151,781	+62%	+$7.67M	0.33%	56
2026 Q1	$12.3M	Buy	243,018 +82,761	+52%	+$4.19M	0.22%	91
2025 Q4	$8.12M	Buy	160,257 +7,886	+5%	+$400K	0.38%	63
2025 Q3	$7.71M	Buy	152,371 +10,559	+7%	+$535K	0.44%	49
2025 Q2	$7.18M	Sell	141,812 -23,464	-14%	-$1.19M	0.44%	48
2025 Q1	$8.37M	Sell	165,276 -14,684	-8%	-$742K	0.62%	29
2024 Q4	$9.07M	Sell	179,960 -19,836	-10%	-$1M	0.71%	27
2024 Q3	$10.1M	Buy	199,796 +96,533	+93%	+$4.88M	0.97%	19
2024 Q2	$5.21M	Buy	+103,263	New	+$5.2M	0.65%	31

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Diversify Wealth Management's JPST Position: Q2 2026 in Review

Diversify Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 62% in Q2 2026, buying an estimated $7.67M and bringing the position to 394,799 shares worth $19.9M. The position accounts for 0.33% of the portfolio, ranked #56.

Diversify Wealth Management first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Diversify Wealth Management held 394,799 shares of JPMorgan Ultra-Short Income ETF worth $19.9M as of Q2 2026.
Diversify Wealth Management bought 151,781 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $7.67M.
JPMorgan Ultra-Short Income ETF made up 0.33% of Diversify Wealth Management's portfolio in Q2 2026, its #56 holding.
Diversify Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.